DBSync Cloud Workflow (iPaaS)

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  1. Open www.mydbsync.com and click on Customer Login.
  2. Enter your DBSync Username and Password and then, click on Sign in.
  3. Once logged in, click on Development Studio to navigate to DBSync's console page.
  4. Select the appropriate Project . Then, and click on the Connectors on the left side panel.You will see connectors  to select the Salesforce and QuickBooks Desktop from the connectors list.
  5. Click on Salesforce Connector to select an appropriate End Pointappropriate endpoint under the Quick Setup tab. 
    1. Click on Connect to Salesforce
    . This will
    1.  will take you to the Salesforce login page. Enter
    your
    1. the Username and Password to login to Salesforce. 
    2. Once
    you
    1. the user login to Salesforce,
    your
    1. the Salesforce connector
    is connected
    1. will connect to your Salesforce instance.
    If you want
    1.  
    2. If a user wants to connect using different Salesforce
    instance
    1. instances, click on Disconnect
     in 
    1.  in the Quick Setup tab
    . Then
    1. , then reconnect using the required Salesforce credentials.
  6. You Users can also use the Advanced Properties tab to connect to your the Salesforce instance. 
    1. Go to Advanced Properties
    . Fill in the Salesforce
    1. and mention the Salesforce Username, Password and Security Token for
    your
    1. his/her Salesforce Instance. 
    2. Select the appropriate
    End Point. Once you
    1. endpoint and enter all the required details
    , click
    1. .
    2. Click on Validate Connection
    . If the validation is successful, click on Save to save
    1. to check the successful validation and save the Salesforce details. If the validation fails,
    you
    1. the user will
    see 
    1. get Validation Errors on the top right corner. 
    2. Review the details
    in 
    1. in the Validation Errors section
    . Then,
    1. and make necessary changes in Advanced Properties.
    Next, click on Validate Connection again.
    1.  
  7. Click on QuickBooks Desktop connector . Enter Full path to your and enter the full path of QuickBooks Desktop file on your desktop into QuickBooks Desktop File(User QuickBooks Desktop file path) on the desktop. Select the appropriate QuickBooks Desktop Version and to enter the required Process Name . Click and Save.
  8. Note: QuickBooks Desktop must be accessed as an Admin . And, and it should be in a single user mode.  You Users can retrieve full path/location of your his/her QuickBooks Desktop file by pressing the 'F2' key on your the keyboard when you are on your the user is on the QuickBooks Desktop 'Home' page.
  9. Click on Download Web Connector to download .qwc file. Open this downloaded file with QuickBooks Desktop Web Connector.
  10. Click OK on the Authorization screen.
  11. Select the option 'Yes, always; allow access even if QuickBooks Desktop is not running' and click continue.
  12. Click on Done to confirm Access.
  13. DBSync's integration profile will be added to your QuickBooks Desktop Web Connector. Once the profile is added to the Web Connector, add the DBSync account Password in the highlighted section of the Web Connector.
  14. This completes the process of configuring DBSync to integrate with your QuickBooks Desktop company file.